Keurig Dr Pepper
660 hedge funds and large institutions have $25.4B invested in Keurig Dr Pepper in 2023 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 262 increasing their positions, 251 reducing their positions, and 94 closing their positions.
1.97% more ownership
Funds ownership: 55.85% → 57.82% (+2%)
4% more repeat investments, than reductions
Existing positions increased: 262 | Existing positions reduced: 251
4% less funds holding
Funds holding: 688 → 660 (-28)
8% less capital invested
Capital invested by funds: $27.8B → $25.4B (-$2.36B)
27% less first-time investments, than exits
New positions opened: 69 | Existing positions closed: 94
38% less funds holding in top 10
Funds holding in top 10: 8 → 5 (-3)
69% less call options, than puts
Call options by funds: $79.3M | Put options by funds: $252M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$1.31B |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$220M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$201M |
| 4 |
Man Group
London,
United Kingdom
|
+$179M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$178M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$859M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$336M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
-$203M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$100M |
| 5 |
Jane Street
New York
|
-$89.9M |
KDP Hedge Fund Activity: Q2 2023 in Review
660 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Keurig Dr Pepper (KDP) for Q2 2023, worth a combined $25.4B — down 8.5% from $27.8B a quarter earlier.
Sellers outnumbered buyers: 94 funds closed out of KDP and 69 opened new positions — a net loss of 25 holders — while 251 trimmed existing stakes and 262 added.
The largest buyer was Capital World Investors, adding an estimated $1.31B. The largest seller was Capital Research Global Investors, cutting an estimated $859M.
- 660 institutional investors held Keurig Dr Pepper (KDP) as of Q2 2023, down from 688 in Q1 2023.
- Funds reported $25.4B of Keurig Dr Pepper stock for Q2 2023, down 8.5% quarter-over-quarter.
- 69 funds opened new Keurig Dr Pepper positions in Q2 2023 and 94 closed out, a net change of -25 holders.
- The largest Keurig Dr Pepper buyer in Q2 2023 was Capital World Investors, an estimated $1.31B added.
- The largest Keurig Dr Pepper seller in Q2 2023 was Capital Research Global Investors, an estimated $859M sold.
Based on aggregated 13F filings for Q2 2023.